We specialise in subscription-based revenue models. Our implementations are architected around SaaS-specific metrics — ARR, MRR, net revenue retention, churn by cohort — not generic CRM setups. We connect billing, product analytics, and support tools into a single customer view that your entire team can act on.
SaaS INDUSTRY
HubSpot for SaaS Companies
Your product scales. Your revenue operations should too.
SaaS companies live and die by pipeline velocity, net revenue retention, and the speed at which teams can act on data. We implement HubSpot as the connected system that ties your marketing, sales, onboarding, and customer success teams into a single revenue engine.
THE CHALLENGE
Growth is masking the cracks in your operation.
Most SaaS companies hit a point where the tools and processes that got them to product-market fit start working against them. Marketing generates MQLs in one system. Sales works deals in another. Customer success tracks health scores in a spreadsheet. Billing lives in Stripe or Chargebee with no connection back to the CRM. Every handoff between teams is a place where revenue leaks.
The symptoms show up everywhere: leads go cold because nobody owns the handoff. Onboarding stalls because CS lacks visibility into what was promised during the sales cycle. Expansion opportunities get missed because usage data never reaches the CRM. Churn spikes because nobody saw the warning signs until it was too late.
SAAS-SPECIFIC CHALLENGES
The operational gaps that slow SaaS growth.
These are the problems we see in every SaaS company that has outgrown its original tech stack and processes.
01. Disconnected Go-to-Market Teams
Marketing, sales, and CS operate from different data, tools, and definitions of success. Nobody measures the full customer journey because the systems aren't connected.
02. Churn You Can't See Coming
Without product usage data, health scoring, and proactive workflows connected to your CRM, you're always reacting to churn instead of preventing it.
03. Pipeline Velocity That Plateaus
When reps spend more time on admin than selling, when lead routing takes hours instead of minutes, and deal stages don't reflect the buyer journey — velocity suffers.
04. Tech Stacks That Compound Complexity
You're managing Intercom, Mixpanel, Salesforce, Stripe, Zendesk, and a dozen Zapier automations. Every new tool adds another silo. Every integration is another point of failure.
05. Free-to-Paid Conversion
Converting free trial users to paid subscribers requires orchestration across marketing automation, behavioural triggers, and sales-assist workflows. Without a unified system, the gap grows.
THE REAL ISSUE
The CRM isn't the problem. The architecture is.
Most SaaS companies don't need a new CRM. They need the one they have to actually work — connected to every team, every tool, and every stage of the customer lifecycle. You need a system where a closed deal triggers onboarding, where product usage flows into the CRM, where expansion signals surface to the right rep at the right time, and where every team shares a single customer view. That's not a CRM feature. That's revenue architecture — and it's what we build.
HOW WE WORK
From fragmented to connected — how we implement HubSpot for SaaS.
Our five-phase approach ensures every layer of your revenue operation is architected, connected, and optimised.
Discovery & Architecture
We map your entire go-to-market operation — lead sources, qualification criteria, sales process, handoff points, onboarding, CS touchpoints, and expansion triggers. The output is a detailed blueprint of your future-state HubSpot architecture.
CRM & Pipeline Design
We configure deal pipelines, lifecycle stages, and lead scoring to match your actual buyer journey. Custom properties for SaaS metrics (ARR, MRR, contract value, renewal dates), automated lead routing, and deal stage automation that eliminates manual data entry.
Integration & Data Unification
We connect your billing platform, product analytics, support tools, and any other systems holding customer data. Using native integrations, Operations Hub, or our DataBridge Middleware, we build a single customer view every team can act on.
Automation & Enablement
Automated onboarding sequences triggered by deal close, health scores based on product usage, expansion playbooks surfaced when accounts hit usage thresholds, and renewal workflows that start months before the contract date.
Reporting & Optimisation
Real-time dashboards for pipeline velocity, win rate, net revenue retention, churn by cohort, expansion revenue, and customer lifetime value. One source of truth. Then quarterly optimisation sprints to refine workflows and adapt as your business evolves.
SERVICES
Services that drive SaaS growth
HUBSPOT
HubSpot Implementation
Architect HubSpot for your SaaS model from day one — pipelines, lifecycle stages, and automation designed for subscription revenue.
HUBSPOT
HubSpot Migration
Move from Salesforce, Pipedrive, or a legacy CRM without losing data, context, or momentum.
CRM & REVOPS
Sales Enablement
Automated lead routing, meeting scheduling, quote generation, and deal-stage workflows that give reps more time to sell.
CRM & REVOPS
Data Consolidation
Unify customer data from billing, product analytics, support, and marketing into a single CRM view.
DEMAND GENERATION
Marketing Enablement
Demand generation programmes tied to pipeline — ABM, lifecycle marketing, and conversion optimisation.
DEMAND GENERATION
AEO Services
Get your SaaS brand visible in AI-generated answers on ChatGPT, Claude, and Gemini.
DIGITAL EXPERIENCE
Data Architecture & Integration
Connect Stripe, Segment, Mixpanel, Zendesk, and your ERP to HubSpot with native, custom, or middleware integrations.
INNOVATION & AI
AI Revenue Readiness
Structure your CRM data so it's ready for AI-powered forecasting, scoring, and automation.
CONNECT YOUR STACK
We integrate the tools SaaS companies actually use.
From billing to product analytics to support — we connect your entire stack to HubSpot.
Billing & Subscriptions
Automate subscription management, sync payment data to the CRM, and trigger lifecycle workflows based on billing events.
- Stripe
- Chargebee
- Recurly
- Paddle
Product Analytics
Bring product usage signals into HubSpot so sales and CS teams can act on real engagement data.
- Mixpanel
- Amplitude
- Segment
- Firebase
Support & Success
Centralise tickets, conversations, and CSAT data alongside the full customer record.
- Zendesk
- Intercom
- Freshdesk
- HubSpot Service Hub
Accounting & ERP
Sync financial data so revenue reporting matches reality across CRM and accounting.
- Xero
- QuickBooks
- NetSuite
- Sage
Communication & Engagement
Power omnichannel communication from within HubSpot with full conversation logging.
- Dialpad
- Twilio
- WhatsApp Business API
Data & Infrastructure
Connect any data source to HubSpot. If it has an API or a database, we can sync it.
- Google BigQuery
- PostgreSQL
- Custom APIs
- DataBridge Middleware
WHAT CHANGES
What SaaS companies look like after implementation.
Real operational improvements our clients experience after connecting their revenue engine on HubSpot.
Before
- Lead response time: 51 hours average
- Pipeline visibility: 3 disconnected reports
- Onboarding: Manual email chains
- Churn visibility: Reactive cancellation calls
- Expansion revenue: Ad hoc upsells
- Data entry: 40% of rep time
- Tech stack: 8+ tools with manual syncs
After
- Lead response time: 12 minutes (automated routing)
- Pipeline visibility: 1 real-time dashboard
- Onboarding: Automated sequences on deal close
- Churn visibility: Proactive health scoring
- Expansion revenue: Systematic usage-triggered playbooks
- Data entry: Near zero (automated progression)
- Tech stack: Unified HubSpot + connected integrations
Frequently Asked Questions
What makes MO Agency different from other HubSpot partners for SaaS?
How long does a typical SaaS HubSpot implementation take?
A standard implementation takes 8-12 weeks. Complex projects involving multiple integrations (Stripe, Mixpanel, Zendesk, etc.) and data migrations can take 3-6 months. We provide a detailed timeline during the discovery phase.
Can you migrate us from Salesforce to HubSpot?
Yes. We've migrated dozens of SaaS companies from Salesforce, Pipedrive, and legacy CRMs. Our migration framework includes data mapping, validation, integration rebuild, and 30 days of hypercare after go-live to ensure nothing falls through the cracks.
Do you integrate with product-led growth tools?
Absolutely. We connect product analytics platforms like Mixpanel, Amplitude, and Segment to HubSpot so your sales and CS teams can see real product usage data. This powers health scoring, expansion triggers, and proactive churn prevention workflows.
What ongoing support do you provide after implementation?
Most of our SaaS clients engage on monthly retainers covering workflow optimisation, reporting refinement, new integration builds, and quarterly strategy reviews. We treat HubSpot as a living system that evolves with your business, not a one-time setup.
How do you handle billing and subscription data in HubSpot?
We integrate Stripe, Chargebee, Recurly, or Paddle directly with HubSpot using native connectors, Operations Hub, or our custom DataBridge Middleware. Subscription status, MRR, billing events, and renewal dates sync automatically to contact and company records.
LET'S TALK
Ready to build a revenue engine that scales with your product?
Whether you're implementing HubSpot for the first time, migrating from Salesforce, or fixing a CRM that's holding your team back — we'll design a system built for how SaaS companies actually operate.